POACX Mutual Fund (Aristotle Portfolio Optimization Conservative Fund Class C) is managed by Aristotle Funds with $5.5M in net assets. POACX expense ratio is 1.83%, holding 21 positions across sectors including Unknown, Financials, Other. Inception date: 2003-12-31.

POACX performance shows a YTD return of 3.12%. The 1-year return is 7.57% and the 5-year return is 2.96%. POACX dividend yield stands at 2.26%, paid annually.

POACX top holdings include Aristotle Core Bond Fund (32.7%), Aristotle Core Income Fund (14.0%), Aristotle High Yield Bond Fund (10.4%), Aristotle Short Duration Incom (8.9%), Goldman Sachs Fin Gov 465 Institut (7.3%). View all POACX holdings, sector breakdown, or dividend history.

POACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POACX alternatives are available via the screener, along with tax-loss harvesting opportunities.